We’re excited to announce that our founder, Hannah Moore, CFP®, will be spending part of her summer running the fourth offering of The Externship. This cutting-edge mentorship and training program is designed for anyone interested in financial planning, and it’s...
Financial news over the past few months hasn’t been exactly positive. Ongoing inflation and high-interest rates tend to be bad news for investors, so there’s a good chance your retirement portfolio is looking a little rough. And the collapse of Silicon Valley Bank...
Are you ready to grow your family? Whether you’re just thinking about the future or looking at a due date that’s just a few months away, it’s critical to prepare as much as possible. We won’t tell you which car seat to buy or how to decorate your nursery, but we do...
Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
Money can be an overwhelming subject, especially in a world with rising inflation, sky-high housing prices, and an unpredictable stock market. It doesn’t help when the media is full of doomsday predictions and unsolicited advice from financial personalities. In...
Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
Millennials have diverged from older generations in several important ways. They have different spending priorities than their parents, and those values can even impact the biggest facets of life, including housing. Many younger people are choosing a different path...
It’s February, but we’re not thinking about romantic relationships. We’re here to ask you about your relationship with money. Do you feel like you have a positive, healthy relationship with your finances? If your answer is “no,” you’re not alone. In fact, a positive...
Here at Guiding Wealth, we’ve been seeing a growing interest in the idea of intergenerational housing. Also known as multigenerational living, this trend has seen a steady increase in the U.S. over the last two decades and has become even more popular in the...
It feels like we’ve been saying this for years at this point, but it’s still true: The stock market is unpredictable. It’s sometimes up when it “should” be down or vice versa, and it seems like any little thing can set off a big swing in one direction or the other....
